Financial Resolutions – five points to consider
Being a new year, you may have made some resolutions (which may already have slipped somewhat). The resolutions we tend to discuss are normally Financial Planning focused, reminding you about some financial matters such as getting your tax return completed by the end of January and ensuring you are using your ISA and pension allowances.
They are all very important, but after the year we have just had in 2020, we would like to encourage you to think a little more broadly about what you are trying to achieve with your money. So, rather than simply just adding to your investment portfolio or managing your tax affairs, why not take a moment to consider the five points in the below article.
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What to do if something goes wrong
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567